Profit Sharing · DOL Form 5500 · 2022

Pacific Global Investment Managemen Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
44th
Percentile by assets National rank
$258,786
Avg per participant Above avg balance/head
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Official DOL plan name: Pacific Global Investment Management Co. 401(k) Plan · Sponsored by Pacific Global Investment Managemen · California · Finance & Insurance

$4M in assets, 14 participants

Pacific Global Investment Managemen's Pacific Global Investment Management Co. 401(k) Plan reported $4M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,779 in Finance & Insurance (9,261 peers)

Pacific Global Investment Managemen multi-year trail

Pacific Global Investment Managemen's plans moved -31.4% in assets from 2022 to 2024; this filing shows Pacific Global Investment Management Co. 401(k) Plan at $4M / 14 participants.

#2,779
in Finance & Insurance (9,261 peers)
-1.0%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pacific Global Investment Management Co. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Pacific Global Investment Management Co. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,623,004 44th percentile higher than 44% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pacific Global Investment Management Co. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Global Investment Management Co. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 954351611 · Pacific Global Investment Managemen PY 2022 · Profit Sharing

Pacific Global Investment Management Co. 401(k) Plan · $4M · 14 · 44th

  • SCH $4M
  • EBSA 14
  • PART 44th
  • TYPE Profit Sharing
  • NET near Falgoust, Caviness & Bienvenu Ps 401(k) Plan
  • BOOK ind #2779

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Pacific Global Investment Management Co. 401(k) Plan in the asset neighbourhood

Donnelly Mechanical Corp. Profit Sharing Plan for Union EmployeesDonnelly Mechanical Corp. Pr…$4MSupreme Building Products, Inc. Profit Sharing PlanSupreme Building Products, I…$4MLeftin Investment Co. Profit Sharing PlanLeftin Investment Co. Profit…$4MPacific Global Investment Management Co. 401(k) PlanPacific Global Investment Ma…$4MFalgoust, Caviness & Bienvenu Ps 401(k) PlanFalgoust, Caviness & Bienven…$4M
End-of-year total assets ($M) among Pacific Global Investment Management Co. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pacific Global Investment Managemen multi-year asset trail

Sponsor-wide plan assets over time

All Pacific Global Investment Managemen plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.422874498620484% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.62M $2.48M ▼ -31.5%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 14 $4M
2024 1 14 $2M

Pacific Global Investment Managemen filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$36K
Employer EIN954351611
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pacific Global Investment Management Co. 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Pacific Global Investment Management Co. 401(k) Plan, Total assets ($B): 0.003623004 · Participants: 14Pacific Global Investment Management Co. 401(k) PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Pacific Global Investment Management Co. 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Pacific Global Investment Management Co. 401(k) Plan side-by-side with 3 peers →

Pacific Global Investment Management Co. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Falgoust, Caviness & Bienvenu Ps 401(k) Plan in LA ($4M); by covered participants it is Pahl Farms Profit Sharing in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pacific Global Investment Management Co. 401(k) Plan assets move in 2022? ▼
Pacific Global Investment Management Co. 401(k) Plan held essentially flat - down 1.0% during 2022, from $4M to $4M. Reported net income was -$36K.
How have Pacific Global Investment Managemen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Global Investment Managemen's sponsor-wide assets declined 31.4%, from $4M to $2M.
Which Profit Sharing plans are similar in size to Pacific Global Investment Management Co. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Falgoust, Caviness & Bienvenu Ps 401(k) Plan in LA ($4M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Pacific Global Investment Management Co. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pahl Farms Profit Sharing in ID (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954351611.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.